DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Martinwright Advisory, LLC
Legal name Mw Advisory LLC
Latest filing Aug 26, 2026
First filing on the tape Nov 30, 2025 · 7 filings
SEC status approved since Nov 14, 2025
RAUM
$161M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
72%
$116M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$23.0M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$161M as of Aug 26, 2026
Nov 30, 2025$0 then
HNW client RAUM$115M as of Aug 26, 2026
Mar 18, 2026$115M then
State-registered IARs (5.B.3)5 as of Aug 26, 2026
Nov 30, 20254 then
Employees (5.A)9 as of Aug 26, 2026
Nov 30, 20257 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $23.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 15derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.1MderivedHNW RAUM over HNW clients
- Average account
- $1.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $57.8M, 5 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$115M71%
- Corporations and businesses$45.0M28%
- Individuals$1.1M0.7%
- Individual clients
- 8reported
- HNW clients
- 100reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 116reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $57.8M for 5 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.72 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Bradley Garrett Martin | Atlanta, Ga | Dec 2, 2025 | 18 y | 2 |
| Hannah June ThompsonCertified Financial Planner | Atlanta, Ga | Feb 9, 2026 | 10 y | 2 |
| Hugh Sylvanus MerkelChartered Financial Analyst | Atlanta, Ga | Feb 9, 2026 | 18 y | 2 |
| Margaret Champagne WrightChartered Financial Analyst | Atlanta, Ga | Feb 9, 2026 | 11 y | 2 |
| Jennifer Scott FribergChartered Financial Analyst | Atlanta, Ga | May 15, 2026 | 11 y | 3 |
| Margaret F SimsCertified Financial Planner | Atlanta, Ga | Jun 26, 2026 | 15 y | 5 |
| Sonia Crumpler | Atlanta, Ga | Aug 4, 2026 | 15 y | 3 |
Advisor movement
0 left, 7 joined in 12 months
net +7 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Sonia Crumpler from Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 4, 2026 · Wirehouse to independent RIA
- Margaret F Sims from Truist Advisory Services, Inc.Jun 26, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jennifer Scott Friberg from BalentineMay 15, 2026 · RIA to RIA
- Margaret Champagne Wright from Tru Independence Asset Management, LLCFeb 9, 2026 · RIA to a newly registered adviser
- Hugh Sylvanus Merkel from Tru Independence Asset Management, LLCFeb 9, 2026 · RIA to a newly registered adviser
- Hannah June Thompson from Tru Independence Asset Management, LLCFeb 9, 2026 · RIA to a newly registered adviser
- Bradley Garrett Martin from Tru Independence Asset Management, LLCDec 2, 2025 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Tru Independence Asset Management, LLCFeb 6, 2026 · Portland, Or
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Garrett Bradley Martin · Co-Founder / Managing Membercontrolsince 11/2025 · owns 50% to 75%
- R Bradley Stark · Chief Compliance Officercontrolsince 03/2026 · owns less than 5%
- Champagne Margaret Wright · Co-Founder / Managing Membercontrolsince 11/2025 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 7 | 7 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Related adviser · false to trueApr 1, 2026 to May 27, 2026
- Legal name · MARTINWRIGHT ADVISORY, LLC to MW ADVISORY LLCMar 18, 2026 to Apr 1, 2026
- Accounts · 0 to 116Jan 9, 2026 to Mar 18, 2026
- Advisory employees · 1 to 5Jan 9, 2026 to Mar 18, 2026
- Corporate clients · unset to 8.0Jan 9, 2026 to Mar 18, 2026
- HNW clients · unset to 100.0Jan 9, 2026 to Mar 18, 2026
- Individual clients · unset to 8.0Jan 9, 2026 to Mar 18, 2026
- Assets in custody · unset to 57755823.0Jan 9, 2026 to Mar 18, 2026
- Custody of client assets · false to trueJan 9, 2026 to Mar 18, 2026
- Employees · 8 to 9Jan 9, 2026 to Mar 18, 2026
- Insurance-licensed employees · 1 to 0Jan 9, 2026 to Mar 18, 2026
- State-registered IARs · 1 to 5Jan 9, 2026 to Mar 18, 2026
- Discretionary RAUM · $0 to $161MJan 9, 2026 to Mar 18, 2026
- HNW RAUM · unset to 114667123.0Jan 9, 2026 to Mar 18, 2026
- Individual RAUM · unset to 1066908.0Jan 9, 2026 to Mar 18, 2026
- RAUM · $0 to $161MJan 9, 2026 to Mar 18, 2026
- Related adviser · true to falseJan 9, 2026 to Mar 18, 2026
- Advisory employees · 4 to 1Nov 30, 2025 to Jan 9, 2026
- Employees · 7 to 8Nov 30, 2025 to Jan 9, 2026
- Insurance-licensed employees · 0 to 1Nov 30, 2025 to Jan 9, 2026
- State-registered IARs · 4 to 1Nov 30, 2025 to Jan 9, 2026
Signals
1 dated events
- 3 advisors left Tru Independence Asset Management, LLC (Portland, OR) for Martinwright Advisory, LLC on the same dayFeb 6, 2026 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/MARTINWRIGHTADVISORYreportedpublic record, Form ADV, Sep 18, 2026
- Website
- MWADVISORY.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-882-8756reportedpublic record, Form ADV, Aug 26, 2026
- Team page
- mwadvisory.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $23.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026